Claudia Fong, Cpa, Ca
About Claudia Fong, Cpa, Ca
Claudia Fong is a Senior Manager of Financial and Risk Operations at Wealthsimple with a background in accounting and finance, holding CPA and CA designations.
Current Title and Company
Claudia Fong is currently serving as Senior Manager, Financial and Risk Operations at Wealthsimple. She started in this role in 2021 and is based in the Toronto, Canada area. Wealthsimple is known for its fintech solutions aimed at making investments and financial planning more accessible.
Previous Experience at EY
Before joining Wealthsimple, Claudia worked at EY as Manager & Digital Coach from 2014 to 2021. Her seven-year tenure in the Toronto, Canada area included various responsibilities in the fields of finance and digital coaching, contributing to organizational effectiveness and client satisfaction.
Early Career Roles
Claudia Fong's career started with a short stint as a Junior Accountant at Gardner Zuk Dessen C.A.'s in 2013, where she gained foundational accounting experience. Additionally, she worked for one year as a Swim Instructor & Lifeguard at the City of Toronto’s Douglas Snow Aquatic Centre from 2009 to 2010.
Education and Expertise
Claudia holds a Master of Accounting (MAcc) and a Bachelor of Accounting and Financial Management (BAFM) from the University of Waterloo. She furthered her expertise by obtaining a Certificate in Search Engine Marketing from BrainStation in 2018. Claudia also attended Earl Haig Secondary School.
Professional Designations
Claudia Fong holds the professional designations of CPA (Chartered Professional Accountant) and CA (Chartered Accountant). These credentials underscore her qualifications and expertise in the accounting and financial management industry.